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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	Eaton Vance Management Boston, Massachusetts	$7.35M	+$481K	6	0.01%	Increased
277	M&G Investment Management London, United Kingdom	$7.27M	+$7.24M	2	0.02%	New
278	Nordea Investment Management Stockholm, Sweden	$7.17M	+$697K	1	0.01%	Increased
279	FHCM Force Hill Capital Management New York	$7.17M	-$96.6K	1	1.44%	Reduced
280	Wolverine Trading Chicago, Illinois	$7.01M	+$3.51M	5	0.01%	Increased
281	MAP Moody Aldrich Partners Marblehead, Massachusetts	$6.89M	+$6.24M	1	0.97%	New
282	Oberweis Asset Management Lisle, Illinois	$6.81M	-$269K	3	1.49%	Reduced
283	JGUA John G. Ullman & Associates Corning, New York	$6.71M	-$107K	4	0.87%	Reduced
284	Sit Investment Associates Minneapolis, Minnesota	$6.61M	-$2.72M	2	0.16%	Reduced
285	ACM Atika Capital Management New York	$6.5M	-$1.48M	1	0.51%	Reduced
286	FVCM F&V Capital Management Boca Raton, Florida	$6.44M	+$67.3K	1	2.37%	Increased
287	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.42M	-$10.2K	5	0.16%	Reduced
288	AGAM Avalon Global Asset Management San Francisco, California	$6.41M	$0	1	1.07%	Maintained
289	KBC Group Brussels, Belgium	$6.31M	-$360K	2	0.02%	Reduced
290	ProShare Advisors Bethesda, Maryland	$6.27M	-$5.32K	7	0.02%	Reduced
291	Pacer Advisors Malvern, Pennsylvania	$6.26M	+$2.24M	4	0.09%	Increased
292	HW Hedeker Wealth Lincolnshire, Illinois	$6.25M	+$6.06M	1	1.95%	New
293	Hancock Whitney Gulfport, Mississippi	$6.07M	-$1.02M	4	0.19%	Reduced
294	FA Friess Associates Greenville, Delaware	$5.98M	+$364K	1	2.26%	Increased
295	EIM Essex Investment Management Boston, Massachusetts	$5.95M	-$373K	1	0.69%	Reduced
296	Cambridge Investment Research Advisors Fairfield, Iowa	$5.94M	+$139K	6	0.03%	Increased
297	Group One Trading Chicago, Illinois	$5.86M	+$178K	4	0.01%	Increased
298	WPC White Pine Capital Bloomington, Minnesota	$5.74M	-$9.93K	3	1.71%	Reduced
299	Balyasny Asset Management Chicago, Illinois	$5.73M	-$9.09M	3	0.03%	Reduced
300	State of Michigan Retirement System Lansing, Michigan	$5.71M	-$2.64M	3	0.03%	Reduced